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Pinnacle Wealth Planning Services’s Telephone and Data Systems TDS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.6K Sell
2,124
-27
-1% -$1.14K 0.01% 1004
2026
Q1 		$90.6K Buy
2,151
+95
+5% +$4.18K 0.01% 853
2025
Q4 		$84.3K Buy
+2,056
New +$80.1K 0.01% 874
2021
Q1 		– Sell
-117
Closed -$2K – 1761
2020
Q4 		$2K Buy
+117
New +$2.15K ﹤0.01% 1985

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's TDS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Telephone and Data Systems (TDS) stake by 1.3% in Q2 2026, selling an estimated $1.14K and leaving 2,124 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #1004.

Pinnacle Wealth Planning Services first reported a position in TDS in Q4 2020 and has held it in 4 quarters since. The position peaked at $90.6K in Q1 2026. 351 funds tracked by Wall St. Rank hold TDS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,124 shares of Telephone and Data Systems worth $78.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 27 Telephone and Data Systems shares in Q2 2026, an estimated $1.14K.
  • Telephone and Data Systems made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1004 holding.
  • Pinnacle Wealth Planning Services first reported a position in Telephone and Data Systems in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Telephone and Data Systems position peaked at $90.6K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.